Which Crelio report does the Insight Engine need?

The Day Wise Ordering Report is the one that unlocks the most. Total Billing works too. A test-wise report is optional and adds per-test analysis.

Do I need every column?

No. Date, Order ID and Net (Total) are the only required ones. Every other column simply unlocks more: Account or Organisation gives you per-referrer analysis, Paid and Due give you collections, Provider gives referring-doctor analysis.

Is re-uploading the same period safe?

Yes. Rows are matched on lab and order id, so re-uploading merges rather than duplicating. Changed values are recorded as changes.

Does it store patient names or phone numbers?

No. Patient names are discarded at the point of import and never written to the database, and contact numbers are stripped from every free-text field.

How to export the Crelio report your analytics needs

Which report, which columns, and what each column actually unlocks — so you download the right thing once instead of three times.

For labs running CrelioHealth LIS · updated 2026-07-31

Most lab reporting problems are not analysis problems. They are export problems: the file you downloaded does not carry the columns the question needs, so the answer comes out either blank or wrong. This is the short version of what to pull and why.

Start with Day Wise Ordering

In Crelio, the Day Wise Ordering Report is the one that unlocks the most for the least effort. It is one row per bill, which is exactly the grain you want: money, date, who it came from, and whether it has been paid.

Total Billing works as well and carries much the same information under different column names. If you already download that one for your accountant, you do not need to change anything.

Only three columns are actually required

Column	Required?	What it unlocks
Date	Yes	Everything time-based: trend, momentum, ageing
Order ID	Yes	Safe re-uploads — rows merge instead of duplicating
Net (Total)	Yes	Revenue. Without it nothing can be valued
Account / Organisation	No	Per-referrer revenue, credit exposure, who is growing
Paid / Due (Total)	No	Collections, ageing, and what is at risk of write-off
Provider / Referring doctor	No	Referring-doctor analysis, and who has gone quiet
Order Status	No	Distinguishes "unpaid" from "we have no payment data"

The one that trips people up: if your export has no payment status at all, a bill is recorded as neither paid nor due — not as a debt. Defaulting the other way turns "we don't know" into a receivable that was never real. Worth checking before you conclude your collections are terrible.

Test-wise reports are optional, and add one thing

A test-wise export gives you per-test revenue and volume, which is what makes rate-card comparison possible. Without it you still get everything at the bill level. With it you can see that the same package is billed at very different prices to different referrers.

One caveat worth knowing: some Crelio templates leave the Profile Name blank on the component tests inside a package. When that happens the components look like unpriced rows. Any honest analysis should divide revenue by the tests that carried a price, not by every row — otherwise a formatting difference reads as a pricing problem.

Re-uploading is safe

Rows are matched on lab plus order id. Re-uploading an overlapping period merges: existing bills update, new ones insert, and changed values are recorded as changes so you can see what moved. You do not need to track which periods you have already loaded.

Questions labs actually ask

Which Crelio report does the Insight Engine need?: The Day Wise Ordering Report is the one that unlocks the most. Total Billing works too. A test-wise report is optional and adds per-test analysis.
Do I need every column?: No. Date, Order ID and Net (Total) are the only required ones. Every other column simply unlocks more: Account or Organisation gives you per-referrer analysis, Paid and Due give you collections, Provider gives referring-doctor analysis.
Is re-uploading the same period safe?: Yes. Rows are matched on lab and order id, so re-uploading merges rather than duplicating. Changed values are recorded as changes.
Does it store patient names or phone numbers?: No. Patient names are discarded at the point of import and never written to the database, and contact numbers are stripped from every free-text field.

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